JG
JG

John Christian Gesek

21 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
168 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$245.1M

Fee Structure

Minimum Investment:$250K
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Location

743 W. Main Street, Coppell, TX, 75019

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is a licensed independent insurance agent and offers insurance products to advisory clients, receiving commissions. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Optimus Capital Advisors, LLC
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Fusion Capital Management
December 2012 - August 2016 · 3 yrs 8 mos
Optimus Capital Advisors, LLC
August 2008 - December 2013 · 5 yrs 4 mos
Mckeelgesek Financial Advisory Services, LLC
May 2007 - August 2008 · 1 yr 3 mos
Mckeelgesek Financial Advisory Services
December 2003 - December 2006 · 3 yrs
Saa Financial INC.
October 2002 - December 2002 · 2 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.